Quick Start Guide

Copyright 2012 Eye in the Sky Trade Planning. All rights reserved.

CONTENTS
Building Focus Lists ........................................................................................................................................................1 Clearing Filters ...........................................................................................................................................................1 Selecting Multiple Items From Lists ...........................................................................................................................1 Finding Values in Drop Down Lists .............................................................................................................................1 Customizing the Drop Down Lists ..............................................................................................................................1 Discover the Filter Criteria Available With the Filtering Assistant .............................................................................2 Customizing the Indicator Calculations .....................................................................................................................3 Using My Favorites in the Filtering Assistant .............................................................................................................4 Using My Criteria Sets in the Filtering Assistant ........................................................................................................4 Using the Custom Filter Tab ......................................................................................................................................4 Custom Filter Tab Example ....................................................................................................................................5 Saving Your FIlters .....................................................................................................................................................6 Getting Organized With Views ......................................................................................................................................7 Assigning a Stock to a View .......................................................................................................................................8 Removing or Changing View Assignments .................................................................................................................8 Creating a New View .................................................................................................................................................8 Researching ...................................................................................................................................................................9 Defining My Web Pages .............................................................................................................................................9 Setting the Default My Web Page to Display .............................................................................................................9 Fundamentals ..........................................................................................................................................................10 EPS Trends ...............................................................................................................................................................11 Insider Trading .........................................................................................................................................................12 Stock Buybacks ........................................................................................................................................................13 Ratings .....................................................................................................................................................................14 Industry Peers ..........................................................................................................................................................15 Customizing the Columns ....................................................................................................................................15

Sector/Industry Analysis ..........................................................................................................................................16 CNBC Video ..............................................................................................................................................................17 Dashboard ...................................................................................................................................................................18 Dashboard Rules ......................................................................................................................................................18 Customizing the Dashboard .....................................................................................................................................19 Changing the Text in the Grouping Boxes ...........................................................................................................19 Defining Rules ......................................................................................................................................................19 Arranging Cells .....................................................................................................................................................19 My Rating .................................................................................................................................................................20 Trade Planning .............................................................................................................................................................21 Planning A Trade ......................................................................................................................................................21 Incorporating Brokerage Fees .................................................................................................................................22 Using Defaults for Position Size ...............................................................................................................................22 Rapid Fire Ticker Tape .................................................................................................................................................23 Configuring the Rapid Fire Ticker Tape ....................................................................................................................23 Using the Rapid Fire Ticker Tape .............................................................................................................................23 Notifications ................................................................................................................................................................24 Configuring Notifications .........................................................................................................................................24 Viewing Notifications ...............................................................................................................................................24 Gains & Losses .............................................................................................................................................................25 Configure the Import ...............................................................................................................................................25 Running the Import .................................................................................................................................................25 Viewing Gains & Losses ...........................................................................................................................................25 Recording Gains & Losses from the Trade Planning Tab .........................................................................................25 Entering Gains & Losses Manually ...........................................................................................................................26 Dividends .....................................................................................................................................................................27 Viewing DIvidends ...................................................................................................................................................27

Entering Dividends ...................................................................................................................................................27 Trade Journal ...............................................................................................................................................................28 Customizing the Screen ...............................................................................................................................................29 Changing the Font Size ............................................................................................................................................29 Detaching Tabs ........................................................................................................................................................29 Reorganizing Tabs ....................................................................................................................................................29 Maximizing the Web Browser..................................................................................................................................29 Resizing the Screen ..................................................................................................................................................29 Customizing Grids ....................................................................................................................................................29 Data Collection ............................................................................................................................................................31 Learning More .............................................................................................................................................................32

BUILDING FOCUS LISTS

Finding profitable trading opportunities has never been easier. There are hundreds of criteria that you can combine to find the best setups from over 6,800 stocks listed on the AMEX, NASDAQ and NYSE. The first section of the software you will want to become familiar with is the screening section. This is located inside the Filter tab located at the top left of the screen. You will notice tabs within the Filter tab. Each of these tabs contains various criteria to filter on. Of course, there wasn't space to include the hundreds of filter criteria on these tabs. That's where the Custom tab comes in to play. This tab allows you to choose from all of the criteria included in Eye in the Sky Trade Planning. Well cover that topic a little bit later.

CLEARING FILTERS
If you want to go back to viewing all the tickers simply click the Clear button in the middle of the screen next to the My Filters drop down box.

SELECTING MULTIPLE ITEMS FROM LISTS

You can select multiple items from the lists (i.e. Patterns, Candlesticks, Sectors, Industries, Countries, etc.) by holding down the Control or Shift key on your keyboard as you click the items in the list. Shift allows you to select a contiguous range of items. Control allows you to pick non-contiguous items in the list.

You can deselect one item in a list where many selections have already been made, by holding down the Control key as you click on it.

FINDING VALUES IN DROP DOWN LISTS

Some of the lists have many items. For example, the Field Name lists in the Custom Filter tab contain hundreds of items. You can quickly filter what is contained in the box by typing while on the drop down list box. Go to the drop down box by tabbing to it or clicking on it with your mouse. Start typing part of the name you are looking for. A screen will appear showing what you type. The results will be narrowed to only items containing what you type. You can search on multiple partial words by separating them with a space. For example, if you type eps aver the results will only show items that contain both of these strings in them.You can search on multiple partial words by separating them with a space. For example, if you type eps aver the results will only show items that contain both of these strings in them.

CUSTOMIZING THE DROP DOWN LISTS

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Some of the criteria you can specify are in the form of a drop down list. Some examples of this include Price (aka Closing Price), Volume, etc. You can change the values that appear in the drop down lists by right clicking on them and selecting Change Values from the menu that appears. Remove the items you will never use with the Delete key on your keyboard, and add ones that you use all the time by going to the end of the list and typing them. NOTE: If you remove the value that is currently being used on the Filter tabs, then the filter criteria will be cleared.

DISCOVER THE FILTER CRITERIA AVAILABLE WITH THE FILTERING ASSISTANT

The Filtering Assistant is a great place to learn about all the filter criteria available in Eye in the Sky Trade Planning. Go to the Custom filter tab. Click the green button with the plus sign on it. This will open the Filter Assistant. Click the plus sign next to the various items in the lists to expand them. You can hover over any blue element with your mouse to get a description of that criterion.

Here is a summary of the colors you will find in the tree lists:

Blue

A criterion that you can use to filter on.

Green

The currently selected filter criteria. This will show when you switch focus from the tree to other objects on the screen.

Black

A grouping element to keep the filter criteria organized.

NOTE: The Filtering Assistant does not contain criteria for Insider Trading or Analyst Ratings. These items can only be filtered on by selecting one or more items from the lists on those filter tabs.

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CUSTOMIZING THE INDICATOR CALCULATIONS

You can customize the settings of the indicators calculated in Eye in the Sky Trade Planning to match your trading style: Select Settings from the Tools menu. Go to the Calculations tab. Change the parameters of the various indicators to your preferences. Click the Save button.

NOTE: If you have changed any of the values on this tab, it will force Eye in the Sky Trade Planning to recalculate the indicators based on your new settings.

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USING MY FAVORITES IN THE FILTERING ASSISTANT

You can save the criteria that you use the most to the My Favorites on the Filter Assistant. This appears at the bottom of the list in both the left and right tree lists. Right-click on a criterion in the tree that you would like to add. Select Add to My Favorites from the menu that appears. Enter a name you would like to identify the criteria with in the Text box. Click the Save button.

USING MY CRITERIA SETS IN THE FILTERING ASSISTANT

You can save pairs of criteria in the Criteria Set on the Filter Assistant. This allows you to specify predefined criteria pairs very quickly. Specify all the criteria you would like to save to the My Criteria Set. Right-click on the My Criteria Sets list at the top of the screen. Select Create from the menu that appears. Enter a name that you would like to use for the Criteria Set. Click the Save button.

To use apply a My Criteria Set, simply select it from the list at the top of the Filter Assistant screen.

USING THE CUSTOM FIL TER TAB

You can specify filter criteria that does not appear on any of the other filter tabs. There are hundreds of criteria to choose from. The Filter Assistant is the easiest way to specify the criteria on this tab. Click the Custom tab inside of the Filter tab at the top of the screen. You can use the Filter Assistant to define the criteria by clicking the green button with a plus on it. Alternatively, you can enter the criteria directly into the grid. Select the Field Name (the criteria you want to use). Select an Operator to define how to evaluate that criterion. Optionally (Specify the % distance between the values on the left and right side of the screen). You can compare one criterion against another if you pick a value from the second field name column. Or, type in a value you would like to compare it against.

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CUSTOM FILTER TAB EX AMPLE

For example, let's say you wanted to look for stocks that have a Full Stochastics %K Indicator less than 20 (indicating a potential oversold situation). The way you would specify that would be: Select "Full Stochastics %K" in the Field Name column. Select "<" in the Operator column Type in 20 in the Value column Tab to the next row to make the criteria take effect.

Here is how to accomplish that same task with the Filter Assistant: Click the green + button in an empty row (unless you want to replace an existing criterion). Click the + next to the Technical item in the left list. Click the + next to the Indicators item in the left list. Click the + next to the Stochastics item in the left list. Click the + next to the Full item in the left list. Click the + next to the 14, 3, 3 item in the left list. Click on the %K item in the left list. (This has set which criteria you will be evaluating) Select < from the Operator list in the middle of the screen. Type 20 in the Value box below the right list. Click the Save button.

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SAVING YOUR FILTERS

Once you have selected the criteria you want to use on a normal basis you can save it for easy retrieval in the future. Right-click on the My Filters drop down box in the middle of the screen. Select Create from the menu that appears. Specify a name for the saved My Filter. Click the Save button.

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GETTING ORGANIZED WITH VIEWS

Eye in the Sky Trade Planning helps to keep you organized as you are building your various focus lists. You can assign stocks to color coded lists to keep them organized. Create as many views or lists as you need. I will use the terms view and list interchangeably from this point forward as they refer to the same concept. Here is a brief summary of the lists included when you install Eye in the Sky Trade Planning:

Portfolio

The Portfolio List contains all the stocks you have in your stock portfolio. The stocks assigned to this list will appear with a green background. Use the P key on your keyboard to assign stocks to this list.

ST Prospects

The Short Term Prospects List is for keeping track of trades you are considering for the next trading session. The stocks assigned to this list will appear with a yellow background. Use the S key on your keyboard to assign stocks to this list.

Favorites

The Favorites List is for keeping track of stocks that you like to trade on a normal basis. They may not be in play right now, but are good candidates in the future. The stocks assigned to this list will appear with a red background. Use the F key on your keyboard to assign stocks to this list.

Black List

The Black List is used to indicate stocks that you no longer want to see in any of your filter results. Once they are assigned to the Black List, they wont be shown again unless you remove them from the Black List. The stocks assigned to this list will appear with white text on a black background. Use the B key on your keyboard to assign stocks to this list.

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ASSIGNING A STOCK TO A VIEW

Select one or more stocks from the list on the left side of the screen. You can press the Shift or Control key on your keyboard while selecting stocks to select more than one at a time. The first method is by pressing the key on your keyboard that is defined as the shortcut key. The second method is to right-click on the stock and select "Assign Tickers to:" from the menu that appears. Then select a view from the drop down list to assign it to that view.

REMOVING OR CHANGING VIEW ASSIGNMENTS

You can move tickers between views by simply re-assigning them to a new view. Press the Delete key on your keyboard to remove the currently selected ticker(s) from a list. Alternatively, you can right click on the ticker symbol and select Remove Selected Ticker from Currently Assigned View .

CREATING A NEW VIEW

You may want to create your own lists to organize stocks based on your methodology. Right-click on the View drop down box in the middle of the screen. Select Create from the menu that appears. Specify a name for the view. Select a Key Code to use to assign tickers to that view. This would be the key you would like to press on the keyboard to assign a stock to the list. Click the Text and Background buttons to customize how the ticker should appear in the ticker list. Click the Save button.

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RESEARCHING
The My Web Pages feature in Eye in the Sky Trade Planning allows you to define all your favorite websites to display when you click on a ticker symbols. There is a wealth of other information built into Eye in the Sky Trade Planning including: Fundamentals Analyst EPS Estimates Insider Trading Ratings Industry Peers Sector/Industry Analysis

DEFINING MY WEB PAGES

Click on a ticker symbol in the list on the left hand side of the screen. TIP: Pick a stock with a longer ticker symbol such as AAPL. This makes it easier for Eye in the Sky Trade Planning to identify the ticker symbol in the web address you copy/paste in a later step. Go to your browser and find the stock specific web site that you would like to add to Eye in the Sky Trade Planning using that same ticker symbol you used above. This is very important because Eye in the Sky Trade Planning will try to locate this ticker in the web address you will be using in the My Web Pages definition. Copy the web address in your browser. (i.e. http://finance.yahoo.com/q?s=AAPL) Go back to Eye in the Sky Trade Planning and right-click on the My Web Pages drop down list located in the middle of the screen. Select Create from the menu that pops up. Enter a name for the new My Web Page you are adding. Paste the web address that you copied in your browser earlier. Click the Save button.

This web page is now available for any stock in the list. You simply click on a ticker symbol and then select the My Web Page list.

SETTING THE DEFAULT MY WEB PAGE TO DISPLAY

You can specify which My Web Pages is selected by default when you start Eye in the Sky Trade Planning. Also, this web page is loaded by default when you click the Clear Filters button: Select Settings from the Tools menu. Go to the Defaults tab. Select the My Web Page you would like to use by default from the Selected My Web Page list. Click the Save button.

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FUNDAMENTALS
The Fundamentals tab includes the most recent Annual and Quarterly reports from the company associated with the currently selected ticker symbol.

YTD Totals

The first box includes the YTD totals from the Quarterly reports released since the last Annual report. The title of this box will reflect how many quarters were used to calculate these values.

Annual Reports

The second box contains the 4 most recent Annual Reports.

Quarterly Reports

The third box contains the 5 most recent Quarterly Reports.

Each box is color coded based on if the value for the more recent period is better or worse than the previous period. In addition, there is a percentage calculated that represents the difference of the current period and the previous period. NOTE: Financial reports aren't available for all stocks. If the Fundamentals tab is blank, then the data is not available for that particular stock.

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EPS TRENDS
This EPS Trends tab shows the average Analyst estimates of EPS for the current period, as well as the historical estimates for 7, 30, 60, and 90 days ago. These cells are color coded to reflect if the value has been upgraded or downgraded from the previous period. In addition, there is a percentage calculated that represents the difference of the current period and the previous period. You can quickly identify if an estimate has been revised based on these colors.

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INSIDER TRADING
The Insider Trading tab shows the most recent insider trading transactions for the currently selected stock. You can filter based on these values using the Insider Trading tab within the Filter tab at the top.

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STOCK BUYBACKS
The Stock Buybacks tab shows the most recently announced stock buyback programs for the currently selected stock. You can filter based on these values using the Stock Buybacks tab within the Filter tab at the top.

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RATINGS
The Ratings tab shows the most recent upgrades and downgrades for the currently selected stock. You can filter based on these values using the Ratings tab within the Filter tab at the top.

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INDUSTRY PEERS
The Industry Peers tab allows you to compare a company to the peers in the same industry.

CUSTOMIZING THE COLUMNS

You can customize which columns are displayed. Right-click on the column headers and selecting Column Designer from the menu that appears. You can hide columns by unchecking the Visible box for each column. TIP: You can select more than one row by holding down the Shift or Control key on your keyboard. The buttons on the right side of the screen allow you to move the columns up or down in the list, and check or un-check the selected row(s). Click the Save button at the bottom of the screen when you are finished.

TIP: The grids will refresh faster if you hide any columns that you are not interested in.

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SECTOR/INDUSTRY ANALYSIS
The Sector/Industry Analysis tab allows you to look at summary data for a sector or industry. As well as compare the companies within those Sectors and Industries. Click the Sector/Industry Analysis tab at the bottom of the screen.

TIP: It is recommended to show only the columns you are interested in to speed up the refresh of this screen. Right click on a column header to access the Column Designer. You can adjust which columns are shown and the order they appear in. Please refer to Customizing the Columns. Select one or more Sectors. When you select one or more Sectors, it will narrow the list of Industries within those Sectors. Select one or more Industries. The list of stocks will be narrowed to just the selected Industries.

You can sort the data in any of the grids by clicking the column header. Reverse the sort order by clicking the column header a second time.

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CNBC VIDEO
You can watch the live stream of CNBC on the CNBC Video tab. You can select between CNBC, IBD TV, and BNN in the Defaults tab of the Settings screen via the Tools menu.

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DASHBOARD
The Dashboard feature in Eye in the Sky Trade Planning allows you to quickly evaluate how well a stock matches your trading style. The dashboard can be tailored to your trading style by defining rules for each cell. These cells will then change colors based on how the currently selected stock matches your rules. It makes it easy to see the pros and cons of a stock based on your criteria.

DASHBOARD RULES
A dashboard rules tells Eye in the Sky Trade Planning how you feel about a specific criteria and the value associated with it. There are 3 different types of rules:

PRO

If the stock meets the criteria then it is positive. The cell will appear green if these criteria are met.

WARNING

If the stock meets the criteria then it is slightly negative. The cell will appear yellow if these criteria are met.

ERROR

If the stock meets the criteria then it is very negative. The cell will appear red if these criteria are met.

The rules are used in two different ways: To determine the color of the cell when a stock is selected. To calculate the My Rating.

Getting more information: You can view how the currently selected stock matches your rules by hovering over any of the flashing blue information icons that appear next to the cells. NOTE: If the currently selected stock doesn't meet any of the rules defined in a particular cell, then it will remain grey, with no exclamation point.

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CUSTOMIZING THE DASHBOARD

In order to realize the full potential of Eye in the Sky Trade Planning, you must define your trading rules in the Dashboard. The My Rating is calculated based on all of the rules you define. The more rules you define, the more accurate the My Rating becomes.

CHANGING THE TEXT IN THE GROUPING BOXES

You can change the text that appears in the boxes that group the cells. This allows you to organize your various rule groupings: Click on the Dashboard tab at the top of the screen. Right click on the text you want to change and select Change Text from the menu that Appears.

DEFINING RULES
Click on the Dashboard tab at the top of the screen. Double click on any cell. This will bring up the Dashboard Rules screen for that particular cell. Type a name for the cell in the Text field. Define as many rules as you want for that cell. You can combine rules for a particular criterion. Click the button with a green plus on it to access the Filter Assistant. This makes specifying criteria much easier. Click the Save button when you are done.

NOTE: You will be prompted to re-calculate the My Ratings for all tickers when you click the Save button. This will update the values so that you can filter on My Ratings in the Filter tab. This is automatically done during each Data Collection. However, if you want the new values available immediately you will want to answer Yes to this question. If you are planning on changing a lot of dashboard rules at once, you can click No each time until you are defining your very last set of rules.

ARRANGING CELLS
You can drag and drop cells in the dashboard if you decide you want them in different locations. Hold your left mouse button down on the cell you want to move or copy. Drag the cell to another location. Release the mouse button. Select Move or Copy from the menu that appears.

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MY RATING
The My Rating on the left side of the screen reflects how closely a stock matches your criteria. Each stock has a maximum point value of 10. Here is how the My Rating is calculated: A base value of 5 is assigned to each stock. The PRO rules can add up to 5 positive points. The WARNING rules can subtract up to 1 point. This is 20% of the 5 negative points possible. The ERROR rules can subtract up to 4 points. This is 80% of the 5 negative points possible.

The points added or subtracted from the My Rating is pro-rated based on the percentage of the rules satisfied. For example, if only 1 out of 4 ERRORs were satisfied then only 1 point (25%) will be deducted from the My Rating score. Each stock is evaluated as you click on them in the list. In addition, you can filter based on the My Rating by selecting one or more values in the Ratings tab inside the Filter tab.

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TRADE PLANNING
The best way to focus on the most profitable trading opportunities is to plan them in advance. Eye in the Sky Trade Planning automatically calculates the Risk/Reward ratios so you can quickly identify which trades will make the most money with the least amount of risk.

PLANNING A TRADE
Click the Observations & Timing tab at the top of the screen. Select one of the Position tabs on the right side. Specify an Entry Price. Specify the Number of Shares you will to purchase. Specify a Stop Loss Price. Specify the first Price Objective (Target). Specify the second Price Objective (Target).

The Risk/Reward Ratios will be calculated once enough information has been entered. They are also color coded to reflect which trades have the least amount of risk associated with them as compared to the profit potential: Risk/Reward ratios < 1 will be red. Risk/Reward ratios = 1 will be yellow. Risk/Reward ratios > 1 will be green.

You can plan up to 5 different positions for each stock.

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INCORPORATING BROKERAGE FEES

You can have Eye in the Sky Trade Planning factor in your trade related fees in the calculated potential profits and losses by following these instructions: Select Settings from the Tools menu. Go to the Commissions & Fees tab. Enter a Commission Rate. Select Trade, Shares or Shares (Tiered) from the list next to Commission Rate. Optionally enter Additional Fees and select how they are applied. Click the Save button.

USING DEFAULTS FOR P OSITION SIZE

You can configure Eye in the Sky Trade Planning to automatically enter the number of shares for you. You can select from 3 different types:

Number of Shares

The same value will be entered for number of shares when you enter an Entry Price in the Trade Planning screen.

Market Value

The software will calculate the number of shares required to obtain your desired market value (i.e. $10,000) when you enter the Entry Price in the Trade Planning screen.

Max Potential Loss

The software will calculate the number of shares for you after you enter the Entry Price and Stop Loss Price. The calculated potential profit will drive the number of shares entered.

Follow these instructions to setup this feature: Select Settings from the Tools menu. Go to the Defaults tab. Select an item from the Position Size list.

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RAPID FIRE TICKER TAPE

The Rapid Fire Ticker Tape allows you to keep informed of developments associated with the stocks in your focus lists. The items displayed include pending Earnings Reports, Insider Trading and Analyst Upgrades & Downgrades. The Rapid Fire Ticker Tape is displayed across the top of the screen to the right of the menu.

CONFIGURING THE RAPID FIRE TICKER TAPE

Select Settings from the Tools Menu. Go to the Rapid Fire Ticker Tape tab. Ensure the Enabled box is checked. Click the check boxes in the grid that shows the Views for each focus list you want to include in the Rapid Fire Ticker Tape. Select how long each message is displayed. Check the various events you would like to include (i.e. Earnings Reports, Upgrades & Downgrades, and Insider Transactions). You can configure the number of days to include for each one of these options.

USING THE RAPID FIRE TICKER TAPE

Assign stocks to your focus lists. See the Getting Organized Section to learn more about keeping your stocks in views. You can go to the stock currently being displayed in the Rapid Fire Ticker Tape by double clicking the message as it appears.

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NOTIFICATIONS
Eye in the Sky Trade Planning can notify you when one of the following events occur: New Help Videos are available. A Software Update is available. A stock's most recent closing price is approaching one of your values in Trade Planning. For example, if you entered an entry price and the stock is within 5% of that price, you can receive a notification, so that you can enter the trade.

CONFIGURING NOTIFICATIONS
The notifications let you know when certain events occur: Current closing price is near the price points you have defined in your trading plans. A new software update is available. A new help video is available.

Setup notifications by following these instructions: Select Settings from the Tools menu. Go to the Notifications tab. Check or Un-check the events that you would like to be notified about. You can select which of your views generate notifications. You can also select which of your trade plan Prices generate notifications. The numbers next to each Price Event is expressed as a percentage. By default, the software uses a 5 percent threshold for these events. You can customize these percentages to your preferences.

VIEWING NOTIFICATIONS
Click the Notifications tab at the bottom of the screen. Each notification will appear as a row in the grid. The number of notifications will appear in the tab name in parenthesis. You can delete notifications by selecting one or more rows and then pressing the Delete key on your keyboard or by right-clicking a row and selecting Delete from the menu that appears. If you double click a price event notification, it will take you to the stock it relates to. If you double click a new help video notification, it will play the video. If you double click a software update notification, it will download and install the new update.

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GAINS & LOSSES

Eye in the Sky Trade Planning allows you to import your realized Gains & Losses directly from your Broker. This allows you to analyze your trading results by looking at the actual results of your trading. As a result, you can adjust your trading system based on this analysis. Alternatively, you can record Gains & Losses from your trading plan, or enter them manually on the Gains & Losses tab.

CONFIGURE THE IMPORT

Go to the Import tab at the top of the screen. Right-click on the list inside Import Gains & Losses box. Select Create from the menu that appears. Select your Brokerage from the list. If your brokerage is not listed, please email support@eyeintheskyscreener.com to request an interface to be written for your Brokerage. Check or un-check the Incremental box. This is used to specify if all the transactions will be in the import file each time, or just the transactions since your last import. Click the box with > on it to select where the import file is located. Click the Save button.

RUNNING THE IMPORT

Go to the Import tab at the top of the screen. Select the Brokerage from the list inside the Import Gains & Losses box.

A message will appear when the import is complete.

VIEWING GAINS & LOSSES

Click on the Gains & Losses tab in the middle of the screen. Totals are displayed at the top of this tab for the results displayed in the Gains & Losses grid. You can toggle the Display between Selected Ticker and All Tickers to show just the Gains & Losses for the selected ticker, or all Gains & Losses. You can filter the results displayed on this tab by using the Gains & Losses tab inside the Filter tab at the top of the screen. Use the Aggregate list just above the Gains & Losses to roll-up the totals by Date, Week, Month, or Year. Use the Hide Tickers check box to show totals for the level selected in the Aggregate list irrespective of ticker.

RECORDING GAINS & LOSSES FROM THE TRADE PLANNING TAB

Go to the stock you would like to record a gain or loss for. Go to one of the Position tabs within the Observation & Timing tab at the top of the screen. Click the button with a green $ sign on it. Page 25

Confirm the Entry Price. Enter a Closing Price. Confirm Shares. Select an Opening and Closing Date. Confirm the Commissions & Fees. Click the Save button.

Eye in the Sky Trade Planning will offer to clear your trade plan after it records the gain or loss. This allows you to start your next trade plan for that stock without having to manually clear the values on the position tab.

ENTERING GAINS & LOSSES MANUALLY

Go to the Gains & Losses tab at the bottom of the screen. Enter the values in a new row in the data grid. You can configure which columns Eye in the Sky Trade Planning calculates: Select Settings from the Tools menu. Go to the Calculations tab. Go to the Gains & Losses tab. Check the columns that you would like calculated.

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DIVIDENDS
Eye in the Sky Trade Planning allows you to enter your dividends.

VIEWING DIVIDENDS
Click on the Dividends tab in the middle of the screen. Totals are displayed at the top of this tab for the results displayed in the Dividends grid. You can toggle the Display between Selected Ticker and All Tickers to show just the Dividends for the selected ticker, or all Dividends. You can filter the results displayed on this tab by using the Dividends tab inside the Filter tab at the top of the screen. Use the Aggregate list just above the Dividends to roll-up the totals by Date, Week, Month, or Year. Use the Hide Tickers check box to show totals for the level selected in the Aggregate list irrespective of ticker.

ENTERING DIVIDENDS
Go to the Dividends tab at the bottom of the screen. Enter the values in a new row in the data grid.

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TRADE JOURNAL
Keeping a Trade Journal is a great way to analyze your Trading System. Eye in the Sky Trade Planning provides the ability to keep a Trade Journal for each stock. You can look back at your Trade Journal and make adjustments to your Trading System based on your notes. Select a stock from the list on the left side of the screen. Click the Notes tab at the top of the screen. You can put a date-time stamp in the box by pressing the Control and D keys on your keyboard at the same time. Enter free form notes about what you did right and what you did wrong on your trades.

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CUSTOMIZING THE SCREEN

You can customize the appearance of Eye in the Sky Trade Planning in many different ways. You can detach most of the tabs to put them on any of your monitors if you are running a PC with multiple monitors.

CHANGING THE FONT SIZE

Select Settings from the Tools Menu. Go to the Appearance Tab. Select Large or Small from the Font Size list.

DETACHING TABS
You can undock tabs as separate windows. This allows you to put these windows on any screen if you have multiple monitors connected to your computer. Right-click on any tab and select Detach from the menu that appears.

This will open that tab as its own window that can be resized and put on any monitor. To re-attach the tab, simply close that window and it will re-appear in the tabs at the end. To keep the tab detached simply close the main Eye in the Sky Trade Planning screen. It will remember where all your tabs are located the next time you start the program. You can hide the instances of the icons in your Windows task bar by going to the Appearance tab of the Settings screen.

REORGANIZING TABS
You can change the order the tabs appear in by dragging the tab and dropping it in the location you want it.

MAXIMIZING THE WEB BROWSER

There is an arrow located at the right edge of the center of the screen. This arrow will shrink the top portion of the screen to maximize the lower portion of the screen. The arrow toggles the size of the top portion of the screen. This can be helpful when you are finished screening and want to view more of the contents of the Web Browser. Alternatively, you can detach the Web Browser tab and put it on another monitor.

RESIZING THE SCREEN

There are two thick black bars on the screen that allow you resize the various regions. If you place your mouse over these bars, you can drag them around to resize the screen. This can be helpful when selecting Patterns or Candlesticks on the filter screen, so you can select all the ones you want without having to scroll down the list.

CUSTOMIZING GRIDS
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You can chose which columns to display, as well as the order they appear in by using the Column Designer. Right click a column header to access the Column Designer. You can also sort the grids by any column by clicking the column header. To reverse the order, click the column header a second time.

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DATA COLLECTION
Eye in the Sky Trade Planning gathers information from many different sources and aggregates it in one easy-touse tool. The data is delivered each day shortly after market close. Eye in the Sky Trade Planning will automatically pick-up the data collection files which contain all of this information when they become available each market day. Data collection will run for approximately 45 minutes the very first time. Subsequently, the process will take roughly 10 minutes. Eye in the Sky Trade Planning will calculate the YTD Totals, Indicators and the My Ratings once the data collection has occurred.

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LEARNING MORE
You can learn more about Eye in the Sky Trade Planning using the following resources:

User Guide

This guide covers all the features of Eye in the Sky Trade Planning. It is located on the Help menu.

Educational Videos

These videos demonstrate how to use Eye in the Sky Trade Planning. They are located in the Help Videos tab on the top of the screen. Adobe Flash Player is required to watch the videos.

Community Forum

This forum is used to share important information on how to leverage the powerful features of Eye in the Sky Trade Planning. You can access the forum via the Help menu.

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